Stock Movers

On this episode of Stock Movers:- Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals.- First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumoulin-Smith sees a cautious 2026 outlook for First Solar due to limited booking visibility and lower than expected tailwinds from Section 232 tariffs as international facilities remain a pain point- Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Valero Energy (VLO) shares rise after news that the company is expecting to increase gasoline imports to the San Francisco Bay Area, as the company moves forward with plans to close a refinery in the region but stops short of fully exiting Northern California for now.- Newmont (NEM) shares drop after the world’s top gold producer cut first-quarter output expectations because a wildfire damaged infrastructure at a key mine in Western Australia.- Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.- Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car system company expands its robotics capabilities.- Shares in Michael Saylor’s Strategy (MSTR) climb after MSCI decided for now to keep digital asset treasury companies in its stock market indexes.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nickel touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will rally to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare earth-related shares gained across the Asia-Pacific region after China imposed a ban on exports of military-use items to Japan. Meantime, precious metals miners and royalty companies are down in US premarket trading as gold and silver pull back with broader markets as traders look to upcoming US economic data later this week.- Shares of Ventyx Biosciences Inc. (VTYX) were up as much as 67% in early US trading after the Wall Street Journal reported that Eli Lilly & Co. is in advanced talks to acquire the company for more than $1 billion to expand its work in immunology.- Shares of Michael Saylor's Strategy (MSTR) climbed ahead of the US market open after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. Back in October, MSCI proposed excluding those companies from its indexes, but now says companies already included in indexes will remain eligible if they meet existing index requirements.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recovery. Atlas Copco gains as much as 3.1%, to highest since March 2025- Shares in InPost retreat as much as 8.3%, ceding some of the previous day’s 28% gain triggered by the parcel locker operator’s announcement of a takeover proposal. Private equity firm Advent was named by Sky News as the potential bidder, though the two companies declined to comment.See omnystudio.com/listener for privacy information.